A股異動丨中科曙光拉昇逼近升停,創2020年8月以來新高
格隆匯4月18日丨中科曙光(603019.SH)午後進一步拉昇,目前升幅擴大至超9%報47.58元,股價創2020年8月以來新高,市值達696億元。中科曙光昨晚公佈業績顯示,2022年營收130.08億元,同比增15.44%;淨利潤15.44億元,同比增31.27%;其中Q4營收入56.21億元,同比上升17.95%;歸母淨利潤8.91億元,同比上升25.35%。公司擬每10股派2.2元現金紅利(含税)。國聯證券發佈研報,預計中科曙光2023-25年收入分別為155.05/186.22/224.58億元,對應增速分別為19.20%/20.10%/20.60%;歸母淨利潤分別為20.12/24.76/29.92億元,對應增速30.29%/23.06%/20.85%。鑑於公司高性能計算龍頭地位,海光信創生態優勢明顯,持續看好國內AI算力建設,給予公司23年40xPE,目標價54.8元,維持“買入”評級。另外,中科曙光今日在投資者互動平台表示,公司在高端計算、存儲、安全、數據中心等領域擁有領先的市場份額,並充分發揮高端計算優勢,佈局智能計算、雲計算、大數據等領域的技術研發,打造計算產業生態。

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